This Week in the Chain · Sep 20, 2026

This Week in the Chain — Sep 20, 2026

Vicor +21.1%. ITEQ -7.2%.

What it touches

Every mover sits inside a chain of real suppliers and customers. Here is who Vicor (+21.1%) is connected to.

  1. 1NVIDIACustomer

Top gainers

335 companies priced at least 1% away from where they sat Sep 16, 2026. Live caps, nothing adjusted after the fact.

  1. 1Vicor (US-listed)$8.5B → $10.3B+21.1%
  2. 2Bit Digital (US-listed)$520M → $620M+19.2%
  3. 3Generac Holdings (US-listed)$10.3B → $12.3B+18.6%
  4. 4HIVE Digital Technologies (US-listed)$800M → $940M+17.5%
  5. 5MaxLinear (US-listed)$6.3B → $7.4B+16.8%

Top decliners

  1. 1ITEQ$6.2B → $5.8B-7.2%
  2. 2Taiwan Mask Corporation$560M → $520M-7.1%
  3. 3Shengyi Technology$56.0B → $52.3B-6.7%
  4. 4LB Semicon$210M → $200M-4.8%
  5. 5Zhen Ding Technology$17.3B → $16.5B-4.7%

Chokepoint spotlight

Lam Research: Etch leader, critical to 3D NAND and advanced logic patterning. One of the most-connected names in its segment, in a standing weekly rotation, not fresh news.

  1. 1TSMCDepends on it
  2. 2Samsung ElectronicsDepends on it
  3. 3IntelDepends on it
  4. 4Micron TechnologyDepends on it
  5. 5SK hynixDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 434/615 companies priced; 435 with SEC financials. Market data as of 2026-09-20; report generated 2026-09-20. Every figure is computed from the wafergraph dataset — live market caps are price times SEC share count, nothing smoothed. Supplier and customer links are researched company by company, and only researched links are named. Educational/informational only, not investment advice.

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